Civic Intelligence

Henry C Badgley Tr UW

990PF • Fiscal year 2022 • EIN 14-6013917

Dec 01, 2021 to Nov 30, 2022 • Filed on Feb 01, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-746%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,650

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-48%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $90,228 (-100%) from 2021

Net Assets

Down

$0

Down $90,228 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$10,668

Down $9,856 (-48%) from 2021

Expenses

Up

$90,294

Up $86,758 (+2454%) from 2021

Net Income

Down

-$79,626

Down $96,614 (-569%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $63,871Liabilities 2011: $02011Assets 2012: $64,815Liabilities 2012: $02012Assets 2013: $65,231Liabilities 2013: $02013Assets 2014: $64,014Liabilities 2014: $02014Assets 2015: $62,957Liabilities 2015: $0Net Assets 2015: $62,9572015Assets 2017: $62,206Liabilities 2017: $0Net Assets 2017: $62,2062017Assets 2019: $63,403Liabilities 2019: $02019Assets 2020: $64,210Liabilities 2020: $0Net Assets 2020: $64,2102020Assets 2021: $90,228Liabilities 2021: $0Net Assets 2021: $90,2282021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $3,595Expenses 2011: $2,737Net Income 2011: $8582011Revenue 2012: $3,981Expenses 2012: $3,512Net Income 2012: $4692012Revenue 2013: $5,103Expenses 2013: $3,577Net Income 2013: $1,5262013Revenue 2014: $4,656Expenses 2014: $4,931Net Income 2014: -$2752014Revenue 2015: $3,595Expenses 2015: $4,778Net Income 2015: -$1,1832015Revenue 2017: $2,904Expenses 2017: $2,644Net Income 2017: $2602017Revenue 2019: $3,780Expenses 2019: $4,009Net Income 2019: -$2292019Revenue 2020: $5,606Expenses 2020: $4,578Net Income 2020: $1,0282020Revenue 2021: $20,524Expenses 2021: $3,536Net Income 2021: $16,9882021Revenue 2022: $10,668Expenses 2022: $90,294Net Income 2022: -$79,6262022

Highlighted filing

2022

Revenue$10,668
Expenses$90,294
Net Income-$79,626
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Feb 1, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$1,650-$1,650
Filing and Contact Details

Filer

Filer Name
Henry C Badgley Tr Uw
EIN
14-6013917
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-02-01
Raw XML Appendix292 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NO FILING IS REQUIRED FOR THE STATE OF NEW JERSEY
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03977
LiquidationExplanationStmt/ExplanationTxt0SMALL TRUST TERMINATION UNDER NJ REV. STAT. 3B:31-30. DISTRIBUTIONS MADE TO NAMED CHARITABLE BENEFICIARY ON 03/17/2022.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010604
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CTF ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt1443
TaxesSchedule/TaxesDetail/Amt2210
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY C BADGLEY TR UW
ReturnHeader/Filer/BusinessNameControlTxt0BADG
ReturnHeader/Filer/EIN0146013917
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/ReturnTs02023-02-01T18:00:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,668
Expenses
$90,294
Net income
-$79,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.7$90.3$79.6
2021Detailed filing. Detailed filing data is available for this year.$90.2$0.00$90.2$20.5$3.54$17.0
2020Detailed filing. Detailed filing data is available for this year.$64.2$0.00$64.2$5.61$4.58$1.03
2019Summary only. Only limited summary data is available for this year.$63.4$0.00$3.78$4.01$0.23
2017Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$2.90$2.64$0.26
2015Detailed filing. Detailed filing data is available for this year.$63.0$0.00$63.0$3.60$4.78$1.18
2014Summary only. Only limited summary data is available for this year.$64.0$0.00$4.66$4.93$0.28
2013Summary only. Only limited summary data is available for this year.$65.2$0.00$5.10$3.58$1.53
2012Summary only. Only limited summary data is available for this year.$64.8$0.00$3.98$3.51$0.47
2011Summary only. Only limited summary data is available for this year.$63.9$0.00$3.60$2.74$0.86